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CIK: 0001067324
Total reported value
$635.4M
$635.4M
144 檔
26.4%
The Q4 2025 SEC filing reveals that Mountain Pacific Investment Advisers LLC held a total portfolio value of $635.4M, covering 144 public equity positions.
In Q4 2025, Mountain Pacific Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 9.04% | +1.91% | -13.66% | |
| 2 | AME | Ametek Inc | Stock-Industrials | 6.24% | -0.04% | -2.13% | |
| 3 | DHR | Danaher CORP | Stock-Healthcare | 4.79% | -0.42% | -0.97% | |
| 4 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.69% | -0.26% | -1.45% | |
| 5 | IEX | Idex CORP | Stock-Industrials | 3.47% | +0.25% | -0.71% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.09% | -0.08% | -1.58% | |
| 7 | ROP | Roper Technologies Inc | Stock-Tech | 2.99% | -0.41% | +1.49% | |
| 8 | XYL | Xylem Inc | Stock-Industrials | 2.98% | -0.32% | -0.76% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 2.74% | -0.59% | +0.12% | |
| 10 | ATR | Aptargroup Inc | Stock-Healthcare | 2.66% | -0.34% | -1.00% | |
| 11 | DCI | Donaldson Co Inc | Stock-Industrials | 2.65% | -0.15% | -1.42% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.44% | +0.56% | -18.25% | |
| 13 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.26% | -0.32% | +3.58% | |
| 14 | GGG | Graco Inc | Stock-Industrials | 2.06% | -0.46% | -2.56% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.00% | -0.22% | -2.60% | |
| 16 | FIS | Fidelity National Info Serv | Stock-Tech | 1.65% | -0.50% | -3.62% | |
| 17 | NDSN | Nordson CORP | Stock-Industrials | 1.58% | -0.01% | -1.88% | |
| 18 | RPM | Rpm International Inc | Stock-Materials | 1.52% | — | -1.88% | |
| 19 | NVT | nVent Electric plc | Stock-Industrials | 1.42% | +0.47% | -5.70% | |
| 20 | ECL | Ecolab Inc | Stock-Materials | 1.41% | -0.02% | -1.20% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.25% | -0.77% | |
| 22 | LSTR | Landstar System Inc | Stock-Industrials | 1.36% | +0.22% | -1.42% | |
| 23 | RBC | RBC Bearings Inc | Stock-Industrials | 1.34% | +0.02% | -5.33% | |
| 24 | FAST | Fastenal Co | Stock-Industrials | 1.27% | -0.02% | -3.69% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.18% | -0.13% | -0.42% | |
| 26 | AIZ | Assurant Inc | Stock-Financials | 1.18% | +0.11% | -4.11% | |
| 27 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.17% | +0.38% | -22.23% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 1.14% | -0.12% | -3.53% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.03% | -1.06% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.12% | -0.13% | -2.06% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.05% | -1.35% | |
| 32 | FTV | Fortive CORP | Stock-Tech | 0.94% | -0.02% | -1.02% | |
| 33 | CLH | Clean Harbors Inc | Stock-Industrials | 0.90% | -0.13% | +4.89% | |
| 34 | VLTO | Veralto CORP | Stock-Industrials | 0.88% | -0.10% | +0.68% | |
| 35 | CSW | Csw Industrials Inc | Stock-Industrials | 0.87% | -0.03% | +8.80% | |
| 36 | MSA | Msa Safety Inc | Stock-Industrials | 0.75% | -0.02% | +6.48% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.28% | -0.53% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | +0.09% | +130.64% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.02% | -6.74% | |
| 40 | UFPT | Ufp Technologies Inc | Stock-Other | 0.62% | +0.10% | -1.28% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.60% | — | — | |
| 42 | PNR | Pentair plc | Stock-Industrials | 0.58% | -0.09% | -3.60% | |
| 43 | FCN | Fti Consulting Inc | Stock-Industrials | 0.58% | -0.17% | -11.17% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.04% | -0.32% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +1.40% | -4.94% | |
| 46 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.53% | +0.06% | +13.50% | |
| 47 | KAI | Kadant Inc | Stock-Other | 0.53% | -0.01% | +1.91% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.05% | -0.40% | |
| 49 | WAT | Waters CORP | Stock-Healthcare | 0.52% | +0.06% | -2.52% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +0.8% | -0.97% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.7% | -1.45% | Trim |
| 3 | AME | Ametek Inc | +0.6% | -2.13% | Trim |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +130.64% | Add |
| 5 | IEX | Idex CORP | +0.4% | -0.71% | Trim |
| 6 | DCI | Donaldson Co Inc | +0.3% | -1.42% | Trim |
| 7 | MU | Micron Technology Inc | +0.2% | -4.94% | Trim |
| 8 | CSW | Csw Industrials Inc | +0.2% | +8.80% | Add |
| 9 | LSTR | Landstar System Inc | +0.2% | -1.42% | Trim |
| 10 | WAY | Waystar Holding CORP | +0.2% | +75.30% | Add |
| 11 | RBC | RBC Bearings Inc | +0.2% | -5.33% | Trim |
| 12 | FTV | Fortive CORP | +0.1% | -1.02% | Trim |
| 13 | MMSI | Merit Medical Systems Inc | +0.1% | +101.14% | Add |
| 14 | WAT | Waters CORP | +0.1% | -2.52% | Trim |
| 15 | AIZ | Assurant Inc | +0.1% | -4.11% | Trim |
| 16 | NDSN | Nordson CORP | +0.1% | -1.88% | Trim |
| 17 | USB | US Bancorp | +0.1% | — | Unchanged |
| 18 | UFPT | Ufp Technologies Inc | +0.1% | -1.28% | Trim |
| 19 | CLH | Clean Harbors Inc | +0.1% | +4.89% | Add |
| 20 | SPGI | S&p Global Inc | +0.1% | -3.53% | Trim |
| 21 | AIT | Applied Industrial Tech Inc | +0.1% | +13.50% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -0.53% | Trim |
| 23 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | +0.1% | -3.17% | Trim |
| 25 | ROST | Ross Stores Inc | +0.1% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -1.06% | Trim |
| 27 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -0.42% | Trim |
| 29 | CAT | Caterpillar Inc | 0% | -2.74% | Trim |
| 30 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 31 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 32 | WMT | Walmart Inc | 0% | -1.71% | Trim |
| 33 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 35 | NVT | nVent Electric plc | 0% | -5.70% | Trim |
| 36 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 37 | RTX | Rtx CORP | 0% | -3.14% | Trim |
| 38 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 39 | WAB | Wabtec CORP | 0% | -3.11% | Trim |
| 40 | MSA | Msa Safety Inc | 0% | +6.48% | Add |
| 41 | AAPL | Apple Inc | 0% | -6.74% | Trim |
| 42 | BSV | Vanguard Short-term Bond ETF | 0% | -2.60% | Trim |
| 43 | FIS | Fidelity National Info Serv | 0% | -3.62% | Trim |
| 44 | KAI | Kadant Inc | 0% | +1.91% | Add |
| 45 | INTC | Intel CORP | 0% | +21.02% | Add |
| 46 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | 0% | -0.32% | Trim |
| 48 | AXP | American Express Co | 0% | — | Unchanged |
| 49 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 50 | HSIC | Henry Schein Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Mountain Pacific Investment Advisers LLC reported a total U.S. public equity portfolio value of $635.4M across 144 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APH, AME, DHR) accounted for 26.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MNPR
市值: $398.3K
Top Position Liquidated / Trimmed
MOD
前期市值: $443.4K
During Q4 2025, Mountain Pacific Investment Advisers LLC's top holdings by market value included APH (9.0%)、AME (6.2%)、DHR (4.8%). The largest single position, APH, represented 9.0% of total portfolio value.
In Q4 2025, Mountain Pacific Investment Advisers LLC made 92 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 67 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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